Filed April 14, 2020 (most recent of 2 filings on file)
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
PLANPILOT, LLC2+ years Filed as: PLAN PILOT, LLC Service code 13 · EIN 45-4168388 223 W. JACKSON BLVD, STE 800 · CHICAGO, IL 606066913 | Contract Administrator | $14,945 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,909 | $68,408+50.4% | $57,179+80.0% | $57,658+78.5% |
| Participation rate | 97.7% | 79.1%+18.5pp | 75.3%+22.3pp | 70.2%+27.4pp |
| Annual return | 7.33% | 8.51%-1.2pp | 14.59%-7.3pp | 5.13%+2.2pp |
| Employer contribution / active EE | $3,666 | $2,869+27.8% | $2,682+36.7% | $1,974+85.8% |
| Participant deferral / active EE | $2,137 | $2,903-26.4% | $3,096-31.0% | $3,061-30.2% |
| Admin fee / account holder | $21 | $70-70.5% | $3,139-99.3% | $95-78.3% |